Transaction type mapping

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With Billing - Revenue Integration enabled, Zuora Billing transactions of the invoice, subscription, amendment, credit memo, debit memo, and invoice item adjustment transaction types are mapped to their corresponding Zuora Revenue transaction types.

General mapping

Mapping for some transaction types is straightforward and listed in the table below. For invoice item adjustment and credit memo generated through bill runs, more data points need to be considered to determine the mapping. The subsequent table provides more details about these two transaction types.

Zuora Billing transaction type	Zuora Revenue transaction type
Subscription	SO
Amendment	SO (when the rate plan charge segment of the amendment is different from the original subscription) SO update (when the amendment has the same rate plan charge segment as the original subscription)
Invoice	INV
Debit Memo	INV
Credit Memo Created from Charges	INV
Credit Memo Created from Invoices	INV (for usage-based charge on Open Charge Model, such as multi-attribute pricing) CM-C (for invoice reversal) CM (for others)
Credit Memo Generated through Bill Run*	See the table below
Invoice Item Adjustment*	See the table below

Special mapping

To determine the mapping for invoice item adjustment and credit memo generated from bill runs, the following data points are considered to determine the mapped transaction type in Zuora Revenue:

Charge model of the rate plan charge (RPC)
Subscription type
The positive/negative sign of the billed amount or/and the booking amount

Zuora Billing transaction type	RPC charge model	Subscription type	Determination	Zuora Revenue transaction type
Credit Memo Generated through Bill Run	Discount - Fixed Amount	Evergreen/Termed	The billed amount is a negative value.	INV
	Discount - Fixed Amount	Evergreen/Termed	The billed amount is a positive value.	CM
	Regular	Evergreen/Termed	The sign of the booking amount is the same as the sign of the billed amount.	INV
	Regular	Evergreen/Termed	The sign of the booking amount is different from the sign of the billed amount.	CM
	Discount-Percentage	Termed	The sign of the booking amount is the same as the sign of the billed amount.	INV
	Discount-Percentage	Termed	The sign of the booking amount is different from the sign of the billed amount.	CM
	Discount-Percentage	Evergreen	The sign of the applied RPC booking amount is the same as the sign of the billed amount.	CM
	Discount-Percentage	Evergreen	The sign of the applied RPC booking amount is different from the billed amount.	INV
Invoice Item Adjustment	Discount - Fixed Amount	Evergreen/Termed	The billed amount is a negative value.	INV
	Discount - Fixed Amount	Evergreen/Termed	The billed amount is a positive value.	CM-C
	Regular	Evergreen/Termed	The sign of the booking amount is the same as the sign of the billed amount.	INV
	Regular	Evergreen/Termed	The sign of the booking amount is different from the sign of the billed amount.	CM-C
	Discount-Percentage	Termed	The sign of the booking amount is the same as the sign of the billed amount.	INV
	Discount-Percentage	Termed	The sign of the booking amount is different from the sign of the billed amount.	CM-C
	Discount-Percentage	Evergreen	The sign of the applied RPC booking amount is the same as the sign of the billed amount.	CM-C
	Discount-Percentage	Evergreen	The sign of the applied RPC booking amount is different from the sign of the billed amount.	INV

Limitation

The following Zuora Billing transactions will be treated as standalone transactions without SO reference:

Credit memos created from charges
Credit memos created from invoices
Invoice Item Adjustment
Debit memos that are not generated through bill runs